IRA University

This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.


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Location Date Price
Online July 10 – August 14, 2019 $1,199
Online October 2 – November 6, 2019 $1,199



Complete self-paced eLearning modules, then dive further into the topics during live, weekly webinars with our experts.

Industry Designation

Earn the Certified IRA Specialist I (CIS I) designation.

Professional Development

Earn 15 continuing education credits if you currently hold a CIS I designation.